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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,513 | $97,020-44.8% | $83,327-35.8% | $135,380-60.5% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -8.05% | 12.31%-20.4pp | 10.64%-18.7pp | 519.81%-527.9pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,593 | $5,964-56.5% | $5,565-53.4% | $5,609-53.8% |
| Admin fee / account holder | $793 | $8,426-90.6% | $7,540-89.5% | $10,828-92.7% |